Jack HeffnerCRD Number: 1457641
Current Firm: Trustmont Advisory Group, Inc.
Jack Heffner (CRD# 1457641) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 31 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
|Trustmont Financial Group, Inc.||Greensburg, PA||Aug 2011 - Current||5|
|Woodbury Fin Serv.||Williamsport, PA||Apr 2002 - Aug 2011||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1986|
Total Assets Under Management439MILLIONS
Total Number of Accounts4,300ACCOUNTS
Average Account Value$102,093
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, CT, FL, IL, IN, MA, MI, MN, MO, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT